Materials
VS
Harry Brown Permanent
Total Return by Period
Updated: Nov 21, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 0.33% | -0.29% | -1.44% | 6.25% | 15.21% | 41.70% | 26.83% | 81.92% |
| Materials | 2.24% | -0.48% | -2.99% | -6.32% | -7.72% | 5.20% | 23.78% | 87.84% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 11.39% | 11.40% | -13.69% | 28.48% | 16.49% | 16.54% | -1.62% | 10.63% | 5.99% | -2.86% |
| Materials | 0.09% | 12.41% | -12.22% | 27.41% | 20.10% | 24.07% | -14.89% | 23.93% | 16.80% | -8.56% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 81.92% | 6.29% | 6.18% | -29.85% | 0.44 | 0.61 | 0.21 | 0.06 |
| Materials | 87.84% | 8.51% | 6.52% | -55.99% | 0.26 | 0.36 | 0.15 | 0.10 |
Total Return
No Taxes, No Rebalancing.